+22.2%
PLD vs LULU
-74.8%
+97.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.6% |
| 7D | -0.7% | -16.9% | +16.3% | +1.6% |
| 30D | -2.2% | -22.0% | +19.7% | +0.9% |
| 3M | -7.4% | -17.8% | +10.5% | -5.3% |
| 6M | +1.9% | -41.3% | +43.2% | +9.1% |
| YTD | +7.9% | -52.0% | +59.9% | +18.9% |
| 1Y | +25.1% | -39.8% | +64.9% | +32.2% |
| All | +22.2% | -74.8% | +97.0% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling